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PROGRESS METER 1%

1. FINANCIAL

a. Current Savings

b. Calculate Savings

c. Surplus Summary

d. Plan of Attack!

i. Life Insurance

ii. Estate Trust

iii. Reverse Mortgage

iv. Long Term Care

v. Annuity

2. HEALTH

a. Medicare

b. Mobility

c. Prescriptions

d. Diet

e. Exercise

3. LIFESTYLE

a. Travel Planning

b. Volunteerism

c. Spirituality

Tom, here we go...

Great to see you're ready to begin your retirement checklist. While this is a FREE benefit from your employer, it does not get back to your employer. Your checklist is safe with us.

We just need a few pieces of information to get started:

FIRST NAME

LAST NAME

NAME:

GENDER:

POSTAL/ZIP CODE:

EXPECTED DATE OF
RETIREMENT:

YOUR PERSONAL
EMAIL ADDRESS:

JUNE

2019

98103

MALE

FEMALE

THOMAS

SMITH

tsmith55@gmail.com

5-DIGIT

MONTH

DAY

YEAR

d. Continuing Ed

e. Real Esate

4. TRANSITION

a. Social Security Forms

b. Medicare Forms

c. DMV Forms

NEXT STEP

SAVE NOW. RETURN LATER

(Start it now, but no need to rush. Come back at any time.)

d. Helpful Checklists

e. Family Input